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Estate Planning

Who gets your great-grandmother’s pearls?

Nov 30, 2022
3 min read

As you begin the estate-planning process, you may be fortunate enough to have some property that will pass to beneficiaries of your choice without going through probate. This could include liquid assets such as...

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What Are Opportunity Zones?

Dec 15, 2020
3 min read

Opportunity Zones Can Benefit Businesses & Neighborhoods Cities have long struggled with disparities in investments. While one neighborhood may be bustling, another neighborhood a couple of miles away may...

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R-E-S-P-E-C-T YOUR FAMILY

Aug 24, 2018
3 min read

It was reported this week that famed soul singer Aretha Franklin died without a Will or Trust. This problem not only throws all of her assets and liabilities into the public eye of probate and to the intestacy...

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High-asset divorce and your estate plan

Jun 6, 2018
2 min read

Bringing a marriage to an end can be very tough, regardless of a couple’s financial circumstances, whether or not they have children, or any other factor. However, it can be particularly challenging for certain...

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Is a handwritten will valid?

Mar 14, 2018
2 min read

People in Ohio who want to protect their assets and decrease the stress of their loved ones after they are gone may choose to have a will. In the state, a valid will may be typed or handwritten by the testator....

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Should you have long-term care?

Mar 12, 2018
2 min read

As you get older, there are a growing number of things to consider. Along with writing a will and making sure your assets are protected in Ohio, you should also consider whether long-term care insurance is...

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Should you have a health care power of attorney?

Feb 23, 2018
2 min read

While most people do not want to plan for the worst, it is a good idea for all adults in Ohio to have someone they trust who can make medical decisions on their behalf should something catastrophic happen. This...

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Estate planning and the end of marriage

Jan 17, 2018
2 min read

Handling estate issues can be challenging for people in various situations, but it can be especially tough for some, such as those who have significant assets or people who have recently split up with their...

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What are spendthrift trusts?

Jan 3, 2018
2 min read

Many Options When it comes to "Trusts" There are many options when it comes to trusts, but creating one that is appropriate under your own personal circumstances is essential. From revocable trusts to...

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Beneficiary disputes and holiday gatherings

Dec 12, 2017
2 min read

We have addressed many facets of estate planning and probate administration in this blog, but there are far more issues that people working through such issues may have to face. Whether you are a beneficiary or...

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